Our Services

Quantum Financial Planning Services

Quantum Financial Planning LLC (QFP) is a Fee-Only financial planning and Registered Investment Advisory firm headquartered near Grayslake, Illinois. We specialize in providing hourly, as-needed financial planning and advice to individuals and families, regardless of their net worth, income or investable assets. As a Fee-Only advisor, we work solely for our clients. Because no commissions are ever received, all potential conflicts of interest regarding compensation are removed.

We work with people from all walks of life, providing Fee-Only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis.

Remember, you don't have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future - or seeking to protect, enjoy and pass on those you already have - Quantum Financial Planning can help you along the way.

Your financial objectives may include:

  • Ensure retirement income
  • Reduce the burden of taxes
  • Reduce the effects of inflation
  • Create and preserve personal wealth
  • Increase wealth transfer
  • Establish charitable legacies
  • Socially responsible investing (see www.lowfeesociallyresponsibleinvesting.com)
  • Reduce the risk of financially devastating events
  • Foster peace of mind through proper planning today

To help you reach these important goals, our services include:

  • Personal financial planning
  • Retirement planning strategies
  • Cash flow spending plan
  • College funding advice
  • Stock option advice
  • Lump sum distribution advice
  • Review of investments or current financial plan
  • Specific investment recommendations
  • Review of insurance needs
  • Financial seminars

We Do Not Sell Financial Products

As an hourly, fee-only financial advisor, we do not sell financial products of any kind, and we will not accept commissions from third parties. We are not brokers. Our only compensation comes from you, our client. This arrangement allows us to focus on you and your objectives, not products that benefit us. In short, we offer impartial and practical advice tailored to your personal circumstances and in your best interests.

We Require No Minimums

We do not require that you have a minimum income or account size, nor do we charge a minimum fee amount. Our fees are fair and affordable since they are based on the time and the effort needed to complete the work for you, not on the value of your investments.